See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,896 | $92,703+70.3% | $82,719+90.9% | $134,475+17.4% |
| Participation rate | 95.5% | 75.2%+20.3pp | 72.6%+22.9pp | 81.2%+14.2pp |
| Annual return | -10.46% | 944.92%-955.4pp | 701.18%-711.6pp | 417.96%-428.4pp |
| Employer contribution / active EE | $1,851 | $3,274-43.5% | $3,009-38.5% | $4,740-60.9% |
| Participant deferral / active EE | $6,996 | $4,802+45.7% | $4,395+59.2% | $6,400+9.3% |
| Admin fee / account holder | $5,185 | $5,983-13.3% | $5,329-2.7% | $11,426-54.6% |